Private Equity Funds

Structuring Private Equity investments via Luxembourg

Thanks to its flexible legal and tax environment, Luxembourg has long been recognised as an effective jurisdiction for the structuring of:

 

Private Equity Solutions for funds in Luxembourg

Investors, promoters, private equity firms, and family office managers who choose Luxembourg as a base for their private equity structures will have a range of solutions available. 

  • SOPARFI – ideal Luxembourg vehicle to receive or grant finance, raise capital for investment, issue bonds or debt securities, listing in Luxembourg, invest in Intellectual Property, Co-investment with other institutional or Family offices. 

  • SLP (Special Limited Partnership) -  a form of companies which can be incorporated in Luxembourg by one General Partner (GP) and one Limited Partner (LP - investor). The SLP can invest in any type of assets: equities, participations, bonds, loans, artworks, cars, hedge fund strategies, liquid or illiquid instruments, real estate, private equity, etc.

  • RAIF (Reserved Alternative Investment Fund) - unregulated Alternative Investment Fund (under the AIFM directive) proposed to institutional or well-informed investors (who invest a minimum of EUR125.000).  The RAIF can be subject to the same tax regime that currently applies to the SIF and SICAR funds. It can be set up as a Special Limited Partnership or a SICAV, and create several compartments for differents projects or strategies.

  • SICAR (Sociétés d'Investissement à Capital-Risque) - a company with or without variable capital and available to well-informed investors. Since 2004, SICARs have experienced extraordinary uptake, making Luxembourg a major centre for private equity. A SICAR will generally acquire risky assets to develop and sell.

  • SIF (Specialised Investment Funds) - since 2007 this type of fund, also available for well informed investors, may hold participations, any type of debt related instruments, distressed assets, investment vehicles, other funds, SICAV, SIF, SICAR and also makes Luxembourg a popular destination in Europe for the structuring of private equity funds.

  • Issuance of debt instrument - for example,  Preferred Equity Certificates/Convertible Preferred Equity Certificates (PEC/CPEC), Subordinated Notes, Convertible Bonds, Bonds, Warrants, Tracker Certificates etc. Such debt instruments help to make the financing of private equity deals simple and beneficial.

 

 Luxembourg Special Limited Partnership Structure

 

Creatrust services include:

  • Fund setup and incorporation

  • Tax and legal opinion

  • Structuring

  • Clearing with Fundsettle

  • Fund Administration services

  • N.A.V Calculation

  • AML/KYC and reporting

  • Access to our platform FundNav.lu

 

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